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Xcel Energy Inc

XEL
Exchange
Nasdaq
Industry
Electric & Other Services Combined
SEC CIK
0000072903

No open-market purchases or sales by Xcel Energy Inc insiders were filed in the last 90 days; 1,295 institutions reported holding it in 13F filings for Q2 2026, worth $48.0B in total; Soros Fund Management is the only superinvestor holding it.

Other share classesXELLL

13F holders, Q1 2021

Institutional positions in Xcel Energy Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
840
No complete 13F data for Q4 2020
Shares held
404.8M
No complete 13F data for Q4 2020
Total value
$26.9B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting XEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 840 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ1 2021: $26.9B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Xcel Energy Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding XEL in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ci Investments Inc.1,374$91.0K0.00%––
Costello Asset Management, INC1,375$91.0K0.06%––
Bedel Financial Consulting, Inc.1,355$90.0K0.03%––
Leelyn Smith, LLC1,260$84.0K0.03%––
Lindbrook Capital, LLC1,251$83.0K0.02%––
RMR Wealth Builders1,240$82.0K0.02%––
Trustcore Financial Services, LLC1,204$80.0K0.01%––
Exane Derivatives1,123$74.7K0.02%––
Thompson Siegel & Walmsley LLC1,118$74.0K0.00%––
Financial Management Professionals, Inc.1,116$74.0K0.02%––
Hexagon Capital Partners LLC1,100$73.0K0.02%––
Winch Advisory Services, LLC1,066$71.0K0.03%––
CX Institutional1,065$71.0K0.01%––
Evoke Wealth, LLC1,063$71.0K0.00%––
Carmichael Hill & Associates, Inc.1,030$69.0K0.04%––
Johnson Financial Group, Inc.1,019$68.0K0.00%––
Wealthcare Advisory Partners LLC1,016$68.0K0.00%––
Versant Capital Management, Inc1,024$68.0K0.02%––
Heritage Wealth Management, LLC1,010$67.0K0.04%––
Howe & Rusling Inc995$66.0K0.01%––
Tower View Investment Management & Research LLC992$66.0K0.04%––
Charter Oak Capital Management, LLC992$66.0K0.01%––
Piscataqua Savings Bank991$66.0K0.06%––
Hoover Financial Advisors, Inc.920$65.0K0.01%––
Heritage Wealth Advisors975$64.8K0.00%––
American National Bank964$64.0K0.02%––
CVA Family Office, LLC910$61.0K0.02%––
Ancora Advisors, LLC900$60.0K0.00%––
Riggs Asset Managment Co. Inc.900$60.0K0.02%––
BDO Wealth Advisors, LLC888$59.0K0.01%––
Optimum Investment Advisors870$58.0K0.02%––
Hoese & Co LLP836$56.0K0.07%––
Sterling Financial Planning, Inc.829$55.0K0.04%––
Bartlett & Co. Wealth Management LLC800$54.0K0.00%––
HWG Holdings LP816$54.0K0.03%––
Hudock, Inc.800$53.0K0.02%––
Bartlett & Co. LLC800$53.0K0.00%––
NVWM, LLC800$53.0K0.02%––
FinTrust Capital Advisors, LLC769$51.0K0.01%––
Mondrian Investment Partners LTD612$44.0K0.00%––
Lowe Wealth Advisors, LLC658$44.0K0.02%––
Clearstead Advisors, LLC654$43.0K0.00%––
First Quadrant L P612$41.0K0.00%––
Capital Advisors, Ltd. LLC623$41.0K0.01%––
Crescent Capital Consulting, LLC620$41.0K0.01%––
Pflug Koory, LLC616$41.0K0.02%––
Marquette Asset Management, LLC605$40.0K0.01%––
Concord Wealth Partners607$40.0K0.01%––
Berman Capital Advisors, LLC588$39.0K0.01%––
Glen Eagle Advisors, LLC585$38.9K0.01%––
Syverson Strege & Co558$37.0K0.04%––
Parkside Financial Bank & Trust529$36.0K0.01%––
Meridian Wealth Partners, LLC553$36.0K0.01%––
RWM Asset Management, LLC548$36.0K0.01%––
Creative Financial Designs Inc526$35.0K0.01%––
NEXT Financial Group, Inc536$35.0K0.00%––
Prentice Wealth Management LLC525$35.0K0.02%––
Gs Investments, Inc.504$34.0K0.07%––
Monetary Management Group Inc500$33.0K0.01%––
Gemmer Asset Management LLC463$31.0K0.00%––
Plante Moran Financial Advisors, LLC447$30.0K0.01%––
Manchester Financial Inc438$29.0K0.01%––
ShoreHaven Wealth Partners, LLC423$28.0K0.02%––
Old North State Trust, LLC400$27.0K0.02%––
CSat Investment Advisory, L.P.396$26.0K0.02%––
Cutler Group LP400$26.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC404$26.0K0.00%––
Zions Bancorporation, N.A.381$25.0K0.00%––
Country Trust Bank350$23.0K0.00%––
Private Capital Group, LLC347$23.0K0.01%––
MUFG Americas Holdings Corp324$22.0K0.00%––
Webster Bank, N. A.325$22.0K0.00%––
Global Retirement Partners, LLC333$22.0K0.00%––
Sun Life Financial INC319$21.0K0.00%––
Catalyst Capital Advisors LLC319$21.0K0.00%––
Enterprise Trust & Investment Co314$21.0K0.01%––
Duncker Streett & Co Inc300$20.0K0.00%––
Laurel Wealth Advisors LLC300$20.0K0.00%––
TSFG, LLC300$20.0K0.01%––
Sutton Wealth Advisors Inc.290$19.3K0.01%––
JJJ Advisors Inc.282$19.0K0.01%––
Savior LLC292$19.0K0.02%––
Walled Lake Planning & Wealth Management, LLC282$19.0K0.01%––
Oakworth Capital, Inc.269$18.0K0.00%––
First Horizon Advisors, Inc.257$17.0K0.00%––
Princeton Global Asset Management LLC250$17.0K0.01%––
Liberty Wealth Management LLC269$17.0K0.01%––
Clearview Wealth Advisors LLC255$17.0K0.01%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$16.6K0.02%––
Fieldpoint Private Securities, LLC240$16.0K0.00%––
Atlas Private Wealth Advisors237$16.0K0.01%––
Covington Capital Management219$15.0K0.00%––
CenterStar Asset Management, LLC–$15.0K0.02%––
Ameritas Investment Company, LLC224$14.9K0.00%––
Brown Brothers Harriman & Co192$13.0K0.00%––
Valley National Advisers Inc199$13.0K0.00%––
Stuart Chaussee & Associates, Inc.202$13.0K0.01%––
Elmwood Wealth Management, Inc.200$13.0K0.01%––
Kelly Financial Services LLC170$11.3K0.01%––
West Paces Advisors Inc.170$11.3K0.00%––